Byron
Leong
Investment Research Corp
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About this Advisor
Byron Leong is a financial advisor based in Honolulu, Hawaii, working with Investment Research Corp. Byron has previously held positions at Lincoln Investment Planning, Inc, Shelgren Financial Group, Inc, The Mitre Corp, World Capital Brokerage, Inc, and Investment Research Corp. Byron has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Hawaii. Currently, Byron is part of Investment Research Corp, which operates out of Honolulu, Hawaii. The firm has 17 employees and manages assets totaling $52.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and selection of other advisers. The fee structure at Investment Research Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Investment Research Corp Brokerage Details
$52,021,890
17
150
$346,813
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Byron Leong Work History
World Capital Brokerage, Inc
Investment Research Corp
Lincoln Investment Planning, Inc
Shelgren Financial Group, Inc
The Mitre Corp
Disclosures
Please visit the SEC profile of Byron Leong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Investment Research Corp
Lago Vista, TX
Jacksonville, FL
Denver, CO
York, PA
Pittsburgh, PA
Denver, CO
Denver, CO
Denver, CO
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